---
title: Comparison panel deep dive | Mortgage Clarity Help Center
description: Reading the live side-by-side comparison while you edit.
url: https://www.mortgageclarityplatform.com/help/strategies/comparison-panel
site: Mortgage Clarity
updated: 2026-09-01
---

## What it is

The comparison panel is the live side-by-side of every loan product in the analysis, recalculating as you type. It is the working surface of the editor: you are not building one loan and then comparing, you are watching the comparison move while you build. It is also the closest thing to what the client will see, so treat a comparison that reads badly here as a comparison that will read badly to them.

## Add options to compare

1.  1
    
    Add a loan product to the analysis. Each product becomes a column.
    
2.  2
    
    Change anything on a product — rate, term, down payment, program, points, buydown — and every dependent number in that column updates immediately.
    
3.  3
    
    On a refinance, the Current Loan column is the baseline every other column is measured against. Fill it in accurately first; the savings numbers are only as good as the baseline.
    
    ![The comparison panel with multiple products side by side](https://www.mortgageclarityplatform.com/help-figures/strategies__comparison-panel__1.png)
    
    The comparison panel with multiple products side by side Click to enlarge
    

## What to check before publishing

Three things account for most of the comparisons that mislead a client, and all three are visible in this panel.

1.  4
    
    Are you comparing like with like? Two columns at different points costs or different escrow assumptions are not a rate comparison, they are a cost comparison wearing a rate label.
    
2.  5
    
    Does the cheapest monthly payment cost the most over the horizon the client actually cares about? That tension is the point of the comparison. Say it out loud in the report rather than letting the lowest number win by default.
    
3.  6
    
    Is every column a loan this client can actually get? A column that looks great but the borrower does not qualify for is not an option, it is a distraction.
    

## From the panel to the report

1.  7
    
    Not every column has to reach the client. Shape what they see from the Report Overview tab.
    
2.  8
    
    Two or three real options is usually the right number. Five columns tends to produce a client who cannot decide rather than a client who feels well served.
    

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Still stuck?

Email [christian@mortgageclarityplatform.com](mailto:christian@mortgageclarityplatform.com), or use the Help button in your advisor top bar to send a message without leaving the app.